UncoverAlpha
Subscribe
Sign in
Home
Archive
About
Every Memory Cycle Ends the Same. Until It Doesn't.
I’ve studied every major memory cycle of the last 30 years. In this article, we look at them and the numbers. But then I am going to make a case for why…
Mar 12
•
UncoverAlpha
34
6
Most Popular
View all
The chip made for the AI inference era – the Google TPU
Nov 24, 2025
•
UncoverAlpha
148
3
24
Too Much AI, Too Soon
Oct 9, 2025
•
UncoverAlpha
150
17
18
The Great SaaS Unbundling: Why AI Will Destroy Half the Industry and Supercharge the Other Half
Feb 2
•
UncoverAlpha
50
9
6
Latest
Top
Discussions
Amazon's value in the Age of AI Agents
The changes caused by AI on Amazon: E-Commerce, AWS & Ads. How valuable each looks in a world where AI agents sit between humans and the services they…
Mar 5
•
UncoverAlpha
23
3
3
The Forgotten Chip: CPUs the New Bottleneck of the Agentic AI Era
For three years, GPUs have been the only chip that mattered in AI. CPUs? The boring, commodity chip that just sat next to the GPU and passed data along…
Feb 23
•
UncoverAlpha
26
5
The Market Hates Big Cloud Spending. The Data Says The Market Is Wrong.
There has been an emergence of fear after big tech earnings related to CapEx AI spending. I decided to share my views on this topic and why I believe…
Feb 11
•
UncoverAlpha
41
3
4
The Great SaaS Unbundling: Why AI Will Destroy Half the Industry and Supercharge the Other Half
Everyone’s talking about how AI will “transform” software, but I think most people are getting it wrong. The real story isn’t about transformation—it’s…
Feb 2
•
UncoverAlpha
50
9
6
Anthropic's Claude Code is having its "ChatGPT" moment
I am posting an article on Anthropic Claude Code, which has been growing very significantly lately and, I believe, has developed an important product…
Jan 26
•
UncoverAlpha
33
5
2
Q4 2025 Channel checks & alternative data: The memory crunch is getting worse & one hyperscaler stands out
For this report, I got the most interesting data on cloud providers Google, Microsoft, and Amazon, as well as semiconductor memory providers SK Hynix…
Jan 21
•
UncoverAlpha
23
4
2026 AI landscape who benefits the most?
Here are UncoverAlpha’s 2026 top forecasts in the AI sector, including which companies stand to benefit most from these trends, and the biggest risk…
Jan 8
•
UncoverAlpha
22
1
See all
UncoverAlpha
Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.
Subscribe
UncoverAlpha
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
